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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,638 | $124,346-62.5% | $111,308-58.1% | $167,536-72.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.68% | 37.45%-21.8pp | 54.67%-39.0pp | 478.82%-463.1pp |
| Employer contribution / active EE | $2,947 | $3,437-14.3% | $2,732+7.9% | $4,839-39.1% |
| Participant deferral / active EE | $3,683 | $5,182-28.9% | $4,487-17.9% | $6,342-41.9% |
| Admin fee / account holder | $20 | $10,621-99.8% | $7,965-99.7% | $12,315-99.8% |